Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSA WEALTH MANAGEMENT LLC | Equity | 3701 | $78,718 | 156 | 0.00 | 0.04 | 30 | 23.81 | 03-31-2024 |
CETERA TRUST COMPANY NA | COM | 3702 | $78,718 | 156 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COMMUNITY BANK NA | COMMON STOCK | 3703 | $77,706 | 154 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 3704 | $77,709 | 154 | 0.00 | 154 | +Inf | 03-31-2024 |